Tmd Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Tmd Wealth Management, LLC

$387 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	SELL	$74.64 - $79.12 $231,682 - $245,588	-3,104 Closed	0 $0
Q1 2021 Apr 22, 2021	BUY	$67.07 - $76.85 $208,185 - $238,542	3,104 New	3,104 $231,000

Others Institutions Holding SCHM

# of Institutions

948

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$775 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$294 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$215 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$97.4 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$70.9 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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